Added to YB: 2025-11-21
Pitch date: 2025-11-20
FVR [neutral]
FrontView REIT, Inc.
+17.44%
current return
Author Info
No bio for this author
Company Info
FrontView is an internally-managed net-lease real estate investment trust (“REIT”) that is experienced in acquiring, owning and managing properties with frontage that are net leased to a diversified group of tenants.
Market Cap
$346.0M
Pitch Price
$13.56
Price Target
22.50 (+41%)
Dividend
5.38%
EV/EBITDA
15.95
P/E
106.08
EV/Sales
11.64
Sector
Retail REITs
Category
value
FrontView REIT Investment Update
FVR (update): Sub-scale net lease REIT trading 8.8% implied cap vs peers 7.0-7.5%. NAV $17.50-$22.50/share (vs $14.50 current). Q3 resolved 11/12 troubled assets w/ 85% recovery rate. $75M convertible pref at 6.75% funds $120M acquisitions at 7.25-7.5% caps. 2026 AFFO guidance $1.26-1.30 looks light vs potential $1.38 run-rate.
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